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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,215 | $78,197-81.8% | $98,090-85.5% | $82,637-82.8% |
| Participation rate | 69.7% | 77.5%-7.8pp | 81.5%-11.9pp | 68.1%+1.6pp |
| Annual return | 22.18% | 40.25%-18.1pp | 37.05%-14.9pp | 53.51%-31.3pp |
| Employer contribution / active EE | $2,620 | $2,605+0.6% | $3,606-27.3% | $2,552+2.7% |
| Participant deferral / active EE | $3,452 | $6,636-48.0% | $7,845-56.0% | $4,126-16.3% |
| Admin fee / account holder | $838 | $14,832-94.3% | $11,815-92.9% | $7,339-88.6% |